PWM, Investment Management Consultant

3 weeks ago

Jacksonville, United States Fidelity TalentSource LLC Full time



Job Description:

  • PWM, Investment Management Consultant

    The Private Wealth Investment Management Consultant is a client-facing role that serves as an investment planning specialist for Fidelity's high net worth clients and their advisors. The Investment Management Consultant provides support for their aligned clients with Fidelity s Managed Account Offerings, including Fidelity Wealth Management Advisory services. This includes guidance on the Financial Markets, Portfolio Construction, Managed Account Capabilities, Wealth and Investment planning integration, Operational support, and Risk/Compliance execution.

    The Expertise We re Looking For

    • We require the Series 7, 63 & 65 licenses
    • We believe that at least five years of Wealth Management experience will prepare you for this role
    • We have found that client-facing experience with high-net-worth clients and companies is helpful
    • A Bachelor s Degree is preferred, but is not a requirement
    • A CFP\u00AE or CFA\u00AE certification is a plus

    The Purpose of Your Role

    This position delivers an end-to-end investment management process. This includes providing extensive depth and expertise on portfolio construction, portfolio positioning and coordinating the transition of client assets into our managed account suite.

    The Skills You Bring

    • Outstanding communication skills in explaining the Strategic Advisers approach to investing
    • Broad understanding of the capital markets and the ability to translate market action to the client's asset allocation portfolios.
    • Ability to present detailed investment processes and philosophies in front of larger groups, including both internal colleagues and external clients
    • Coordination and integration across a sophisticated Wealth and Investment Planning process; including, Managed Account Service, Operational, Risk and Compliance responsibilities.
    • Outstanding problem-solving skills and operational efficiency

    The Value You Deliver

    • Acting as an extension to the regional field-based team by engaging with Fidelity s most valuable and sophisticated family relationships
    • Ensuring that there is timely and accurate completion of Client s Annual Strategic Reviews
    • Leadership in all Managed Account servicing including account set-up, money movement and problem resolution.
    • Expertise in all elements of Managed Account Risk and Compliance and will ensure that there is accurate oversight.
    • Investment knowledge across all Fidelity Managed Accounts including Fidelity Wealth Management Advisory.

  • Internal Job Description

    Internal Job Description

    PWM, Investment Management Consultant

    The Private Wealth Investment Management Consultant is a client-facing role that serves as an investment planning specialist for Fidelity's high net worth clients and their advisors. The Investment Management Consultant provides support for their aligned clients with Fidelity s Managed Account Offerings, including Fidelity Wealth Management Advisory services. This includes guidance on the Financial Markets, Portfolio Construction, Managed Account Capabilities, Wealth and Investment planning integration, Operational support, and Risk/Compliance execution.

    The Expertise We re Looking For

    • We require the Series 7, 63 & 65 licenses
    • We believe that at least five years of Wealth Management experience will prepare you for this role
    • We have found that client-facing experience with high-net-worth clients and companies is helpful
    • A Bachelor s Degree is preferred, but is not a requirement
    • A CFP\u00AE or CFA\u00AE certification is a plus

    The Purpose of Your Role

    This position delivers an end-to-end investment management process. This includes providing extensive depth and expertise on portfolio construction, portfolio positioning and coordinating the transition of client assets into our managed account suite.

    The Skills You Bring

    • Outstanding communication skills in explaining the Strategic Advisers approach to investing
    • Broad understanding of the capital markets and the ability to translate market action to the client's asset allocation portfolios.
    • Ability to present detailed investment processes and philosophies in front of larger groups, including both internal colleagues and external clients
    • Coordination and integration across a sophisticated Wealth and Investment Planning process; including, Managed Account Service, Operational, Risk and Compliance responsibilities.
    • Outstanding problem-solving skills and operational efficiency

    The Value You Deliver

    • Acting as an extension to the regional field-based team by engaging with Fidelity s most valuable and sophisticated family relationships
    • Ensuring that there is timely and accurate completion of Client s Annual Strategic Reviews
    • Leadership in all Managed Account servicing including account set-up, money movement and problem resolution.
    • Expertise in all elements of Managed Account Risk and Compliance and will ensure that there is accurate oversight.
    • Investment knowledge across all Fidelity Managed Accounts including Fidelity Wealth Management Advisory
Certifications:

Series 07 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

fidelitycareers.com .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

accommodations@fmr.com .

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